Abigail Skipper

Bryan Beamer is a financial advisor at iPlan with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors, Ameriprise Financial Services, Kestra Financial Services, and NFP Securities. Outside of his advisory role, he owns and consults for iGIVE, LLC, a nonprofit that advises organizations on improving donor participation through charitable wealth strategies. iPlan serves individual and high-net-worth clients, as well as investment companies, charitable organizations, and businesses. The firm combines discretionary portfolio management with comprehensive financial planning, employing a mostly passive investment approach rooted in modern portfolio theory alongside periodic fundamental analysis.

Ryan Muller is a financial advisor with DMK Advisor Group, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at TCWP LLC since 2020, following roles at Starwood Capital, LLC and Principal Global Investors. DMK Advisor Group, Inc. is a registered investment adviser and independent broker-dealer managing approximately $84.5 million in client assets. The firm serves individuals, small businesses, trusts, and retirement or profit-sharing plans using portfolios composed of mutual funds and ETFs, combining technical and fundamental analysis with varying trading approaches based on account discretion.

James Nelson is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at Realta Investment Advisors, Inc. He has held roles at several firms, including Kalos Management and Family Financial Services of Florida. Outside of his advisory work, Nelson is involved in a family-operated home repair and remodeling business and serves on the board of directors for Advent Health Central Florida Polk Region. Realta Investment Advisors, Inc. is an SEC-registered enterprise firm managing approximately $343 million in client assets through a team of 54 advisors. The firm offers portfolio management, financial and estate planning, retirement-plan advisory, and access to a broad range of investments, utilizing a platform that supports both discretionary and non-discretionary accounts with individualized asset allocation and ongoing account monitoring.

Stephen Robinson is a financial advisor with Truist Advisory Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at BB&T Securities and RBC Capital Markets. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that incorporate model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated entities.

Bonnie Parker is a financial advisor with OSAIC Institutions, INC., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at Infinex Investments Inc. and Citizens Bank and Trust since 2013. Parker also serves as Senior Vice President and Private Banking Manager at Citizens Bank and Trust. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments through the CAIS platform. The firm’s approach includes a mix of fundamental and technical analysis and emphasizes non-discretionary asset management.

Ryan Bruursema is a financial advisor at OSAIC Institutions, INC. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Infinex Investments, Citizens Bank and Trust, LPL Financial, Voya Financial Advisors, and Genworth Financial. Outside of his financial career, he serves as head coach of the clay target team at Warner University. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements. The firm offers a range of solutions including financial planning, ERISA plan services, alternative investments via the CAIS platform, and lending and cash-management options, with a notable focus on non-discretionary assets and a network of dual-registered investment adviser representatives.